Xero’s Investor Presentation

Xero’s Investor Presentation

Fortune’s latest issue has a short article on Xero’s continuing efforts to penetrate the US market for cloud-based SMB accounting against Intuit’s Quickbooks Online.  If you are not familiar with Xero, it is the leading cloud accounting application...
Click Software (CKSW) Going Private

Click Software (CKSW) Going Private

About a month ago, I posted (here) on applying value investing principles in enterprise SaaS.  In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...

Like what you are seeing?

Signup today for free, and receive email notifications about Bob's new insights.

I will not sell or share your information with anyone.

You have Successfully Subscribed!